See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,023 | $71,050+23.9% | $93,606-6.0% | $80,856+8.9% |
| Participation rate | 50.0% | 60.4%-10.4pp | 68.7%-18.7pp | 67.6%-17.6pp |
| Annual return | 12.00% | 11.26%+0.7pp | 133.20%-121.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $1,186 | $1,564-24.2% | $2,420-51.0% | $2,755-57.0% |
| Participant deferral / active EE | $3,939 | $4,034-2.3% | $4,411-10.7% | $4,296-8.3% |
| Admin fee / account holder | $51 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |